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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 08/2016 | 03/2018 |
| Regions Bank | Franklin | TN | 04/2018 | 10/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 04/2018 | 10/2021 |
| Cetera Investment Advisers Llc | Franklin | TN | 02/2020 | 10/2021 |
| Avantax Advisory Services | Dallas | TX | 10/2021 | 04/2024 |
| Avantax Investment Services Inc | Dallas | TX | 10/2021 | 04/2024 |
| Fidelity Investments | Franklin | TN | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-109095|OrgNmn:Belmont University|Org Addr:Nashville,Tennessee,US|OBA Nature:University |Invst Rel:N|Title:Employee|Duties:I teach sections of the CFP coursework, no interferance with current role. |StrtDt:02-13-24|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
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